Completing a Full Count Stock Take

Stock takes help you to keep track of your inventory.

During an stock take, you and your staff count and record each item in your store. When the stock take is submitted, your store's on-hand quantities are updated, and you will receive a report of any unexpected variances in your inventory levels, including cost figures.

Stock takes help you to keep on top of your inventory movements and identify any discrepancies faster.

To start a stock Take, click on Inventory on the top navigation bar and then on Stock Takes. This will take you to the Stock Takes screen.

Click on New Stock Take to start a new stock take.

The New Stock Take Modal will appear. Here you can add the name of your stock take, and then select Full Count. Next click Start.

You will be taken to the Stock Take In Progress screen. Here you will see the following:

• Overview - The state of the stock take (In Progress)

• Date and Time - When the stock take was started

• Progress - How far you are in the stock take, percentage (%) of how many products have been counted so far

• Accuracy - The percentage (%) of how many products have been counted correctly

• Expected - The number of products that the system has counted

• Actual - The number of products that you have counted

• Remaining - The number of products left to count

• List of products - The products in your till

Please enter in the amount you have counted for each product in the Actual column and press enter. This will update the Progress, Accuracy, Expected, Actual and Remaining counts.

Once you have counted all your products and investigated any variances, click Complete.

You will be taken back to the Overview screen of the stock take that you’ve just completed. It will be in a state of Completed and you are now given the option to print it. Click Print to download a PDF to your downloads folder.